Portfolio Building via Mutual Funds

black blue and yellow textile
black blue and yellow textile
Tax Efficient

Compared to structures like PMS where every transaction is a tax event

a man riding a skateboard down the side of a ramp
a man riding a skateboard down the side of a ramp
white concrete building during daytime
white concrete building during daytime
Cover Major Asset Classes

Mutual fund schemes offer exposure to equity, debt, real estate, foreign equity & commodities providing adequate diversification opportunities

Well Regulated

Aimed at retail investors, hence heavy SEBI oversight

a man riding a skateboard down the side of a ramp
a man riding a skateboard down the side of a ramp

Regular disclosures of NAV, performance across categories, benchmarks and portfolio holdings facilitate easy performance assessment

Performance Transparency

Why Only Mutual Funds ?

My Process

1. Understanding Your Relationship with Money

There are three parts to this -

  1. How much money will you need and when

  2. Your willingness to take risk

  3. Your ability to take risk

2. Reviewing your existing portfolio

  1. Is it aligned with your milestones?

  2. Is the risk allocation optimal ?

  3. Do you have the right fund managers working for you?

3. Building a Strong Mutual Fund Portfolio

4. Enabling Visibility & Transparency

Selecting the optimal mix of equity, debt, international equity and commodities basis macro economic conditions and your milestones

Selecting the right Mutual Fund Managers - Using industry know-how and in-dept market research so your money is managed by the right team

On-Demand + Periodic Reporting - Email reports, on-call / in-person briefings

Continuous visibility through Client App

Connect

Let's talk about your financial goals.

invest@mpwealthadvisory.in
Call +91 9820633613

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